Position in AIZ
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,871,905
+$197,711 QoQ
Shares Held
31,550
+13.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIZ Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Vest Financial, LLC holds $395,024,962 across 11 Insurance - Property & Casualty names. AIZ ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
409,060 | $133,324,925 | |
| 2 | CINF |
Cincinnati Financial Corp
|
532,344 | $83,764,327 | |
| 3 | TRV |
Travelers Companies, Inc.
|
194,796 | $56,818,096 | |
| 4 | ALL |
Allstate Corp
|
266,127 | $55,178,771 | |
| 5 | PGR |
Progressive Corp/Oh/
|
163,194 | $32,351,578 | |
| 6 | AIZ |
Assurant, Inc.
This page
|
31,550 | $6,871,905 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
38,653 | $6,700,497 | |
| 8 | WRB |
Berkley W R Corp
|
98,794 | $6,548,066 |
All Filings in AIZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,871,905 | 31,550 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,674,194 | 27,711 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,341,789 | 24,662 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,043,607 | 20,475 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,445,773 | 16,428 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||